IUSvsESMVETF Comparison
VS
ETF 2
ESMV
iShares ESG Optimized MSCI USA Min Vol Factor ETF
This fund is part of
US Low Volatility
+0.5%
Invesco RAFI Strategic US ETF (IUS) belongs to the US Multi-Factor segment. iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is part of the US Low Volatility segment. IUS's top 3 sector exposures are Technology, Healthcare and Consumer Non-Cyclicals. In contrast, ESMV's top sector exposures are Technology, Healthcare and Finance. IUS is more expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.18% for ESMV. IUS is up 22.44% year-to-date (YTD) with +$128M in YTD flows. ESMV performs worse with 9.2% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of IUS and ESMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IUS vs ESMV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IUS ESMV | -0.28%-1.39% | +6.74%+4.31% | +22.44%+9.20% | +28.21%+8.90% | +76.73%+37.76% | +98.49%n/a |
| Flows | IUS ESMV | +$24M- | +$56M- | +$128M- | +$135M- | +$439M-$4M | +$468M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IUS ESMV | +9.10%+8.80% | +10.53%+8.87% | +12.82%+10.72% | +14.93%n/a |
| Max drawdown | IUS ESMV | -2.43%-3.61% | -6.17%-7.10% | -15.50%-12.08% | -18.81%n/a |
| Max drawdown duration | IUS ESMV | 8d15d | 61d81d | 131d423d | 457dn/a |
Trading data
IUS | ESMV | |
Last sale 9/14/2026 at 1:30 PM | $69.75 | $31.25 |
| Previous close 09/11/2026 | $69.48 | $31.03 |
| Consolidated volume 09/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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IUS | ESMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/14/2026 at 1:30 PM
Live
Closed
IUS | ESMV | |
|---|---|---|
| Last price | $69.75 | $31.25 |
| 1D performance | +0.39% | +0.70% |
| AuM | $981.41 M | $7.82 M |
| E/R | 0.19% | 0.18% |
Characteristics
IUS | ESMV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | iShares |
| Benchmark | Invesco Strategic US Index | MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index |
| N° of holdings | 537 | 156 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2018 | November 4, 2021 |
| ESG | No | Yes |
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Exposure
Countries
IUS
USA
96%
Other
4%
ESMV
USA
93.96%
Other
6.04%
Sectors
IUS
Technology
26.5%
Healthcare
14.58%
Consumer Non-Cycl.
12.02%
Finance
10.47%
Industrials
8.79%
Energy
8.23%
Other
19.4%
ESMV
Technology
31.05%
Healthcare
14.24%
Finance
13.49%
Consumer Non-Cycl.
9.87%
Industrials
7.82%
Other
23.52%
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Diversification
IUS
Total weight of top 15 holdings out of 15
30.66%
ESMV
Total weight of top 15 holdings out of 15
22.54%
Top 15 holdings
Data as of July 31, 2026
IUS
Apple, Inc.
4.38%
Alphabet, Inc.
3.53%
Microsoft Corp.
3.16%
Berkshire Hathaway, Inc.
2.70%
Meta Platforms, Inc.
2.49%
Amazon.com, Inc.
2.41%
ExxonMobil Holdings Corp.
2.24%
NVIDIA Corp.
1.87%
UnitedHealth Group, Inc.
1.45%
Chevron Corp.
1.42%
AT&T, Inc.
1.05%
Verizon Communications, Inc.
1.03%
CVS Health Corp.
1.00%
Johnson & Johnson
0.99%
General Motors Co.
0.95%
ESMV
Palo Alto Networks, Inc.
1.96%
The Travelers Cos., Inc.
1.78%
Welltower, Inc.
1.56%
Microsoft Corp.
1.56%
Merck & Co., Inc.
1.55%
Applied Materials, Inc.
1.54%
ServiceNow, Inc.
1.50%
Vertex Pharmaceuticals, Inc.
1.46%
Cisco Systems, Inc.
1.42%
Mastercard, Inc.
1.42%
Verizon Communications, Inc.
1.39%
The Coca-Cola Co.
1.39%
Electronic Arts, Inc.
1.36%
Motorola Solutions, Inc.
1.33%
Texas Instruments Incorporated
1.33%
Frequently asked questions about IUS and ESMV
How have the IUS and ESMV ETFs performed in 2026?
As of September 11, 2026, IUS is up 22.44% year-to-date (YTD), while ESMV has returned 9.2%. That puts IUS better performer ahead so far this year.
Which ETF is attracting more investor money: IUS or ESMV?
Year-to-date, the IUS ETF saw +$128M in flows, compared to - for ESMV.
Which ETF is more volatile: IUS or ESMV?
Over the past year, IUS had a volatility of 10.53%, while ESMV experienced 8.87%.
Which ETF is bigger: IUS or ESMV?
As of September 11, 2026, IUS holds $981.41 M in assets under management (AUM), while ESMV manages $7.82 M.
What sectors do the IUS and ESMV ETFs invest in?
IUS leans toward sectors like Technology, Healthcare and Consumer Non-Cyclicals. Meanwhile, ESMV focuses on Technology, Healthcare and Finance.
What are the top holdings of the IUS ETF and ESMV ETF?
IUS top holdings include Apple, Inc., Alphabet, Inc. and Microsoft Corp.. ESMV holds in its top three: Palo Alto Networks, Inc., The Travelers Cos., Inc. and Welltower, Inc..
Which ETF is more diversified: IUS or ESMV?
IUS holds 537 securities with 30.66% of its assets in the top 15. ESMV has 156 securities and a top 15 weight of 22.54%.
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